Solutions

Cloud Comparison Engine for Professional Advisors

  • DTC’s patented comparison engine incorporates multiple risk factors and parameters, in a manner your clients can completely personalize.
  • Your clients are enabled to score and rank thousands of investment choices, using weighted blends of multiple performance parameters.
  • Your clients can now objectively improve their investment selections and portfolio creation without the sales pressure of mass marketed financial products.

APIs for Robo Advisors

  • Communicate with an API that incorporates multiple performance factors based on the personalized preferences of your clients.
  • Leverage DTC’s APIs to comparatively score and rank thousands of investment choices based on historic performance.
  • Periodically access the APIs so your clients can continue to evaluate their investment choices against the top scoring alternatives in each asset class.
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Financial Service Facts – How would you choose?

Mutual Funds
30000
SMA Managers
8000
Performance Factors
450
Benchmark Indices
43000

Our Mission

To empower investors to make better decisions using personalized scoring and ranking methodologies, so that investors can visualize and understand which investment management teams are performing the best within any given asset class.

To advance the financial industry that has for decades quantified investments by solely using single performance factors such as Sharpe and Sortino Ratios, Mean Variance Optimization and other algorithms / factors / ratios / processes.

To create financial product awareness and accountability for families across the world.

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The Origin: Video Interview
Eric Smith discusses with Jack Findley why there was a need for a non-biased process to identify financial products.
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Identifying The Problem: Video Interview
Eric Smith discusses with Jack Findley the sales culture with in the financial industry.
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Getting Started: Video Interview
Eric Smith discusses with Jack Findley the development of a technology solution.
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Incubation Period: Video Interview
Eric Smith discusses with Jack Findley the time between the idea, and development of a technology solution.
Slider

Our Process is Patented

We began by scoring and ranking mutual funds, ETFs, money managers, life insurance and other financial products. On May 4, 2010, we received U.S. Patent 7,711,623 B2 for our decision-assistance process.

First U.S. Patent

In response to the high volatility of portfolios during the market crash of 2008, we implemented a Core-Satellite technique into our decision processes to reduce portfolio volatility. On December 25th, 2012, we received U.S. Patent 8,341,060 B2 for our Core-Satellite design methodology.

Second U.S. Patent

We have been awarded 9 foreign patents for our decision assistance process and methodologies.

Our Foreign Patents

Latest News

CORE / SATELLITE PORTFOLIO DESIGN METHODOLOGIES U.S. PATENT NO. 8,341,060 B2

Decision Technologies Corporation Trustee Empowerment & Protection, Inc. March 30, 2020 Report Abstract Our patented Core / Satellite strategy was designed to help fine tune overall portfolio risk exposure / volatility – optimizing the portfolio’s risk/return profile.This report provides summary description of the strategy together with the rationales and techniques needed to implement it. Introduction […]

Selling Low and Buying High – How Crises Turn Investment Principals Upside Down

March 23, 2020 By Eric S. Smith, J.D. The current situation is much different in cause but similar in effect to the 2008 / 2009 Crash, and the eventual recovery may be much different as well.  Much like the 2008 / 2009 Crash, the recent sell-off has generated multiple dire predictions, with a resulting surge […]

Pension Trustees – ARE YOU PREPARED? / A LESSON FROM THE LAST CRASH

March 23, 2020 The timing of the Article “Are You Prepared? / A Lesson From the Last Crash”, written by Eric S. Smith, J.D. on November 10, 2019, appears to have been clearly “prophetic” in its intended protective effect in view of the current dramatic market conditions. When this message was first written, toward the […]

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